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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,155 | $48,078+16.8% | $78,676-28.6% | $62,881-10.7% |
| Participation rate | 6.5% | 65.2%-58.8pp | 73.6%-67.1pp | 69.3%-62.9pp |
| Annual return | 0.22% | 31.36%-31.1pp | 62.19%-62.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $261 | $2,015-87.0% | $2,850-90.8% | $2,281-88.6% |
| Participant deferral / active EE | $1,548 | $2,587-40.2% | $3,517-56.0% | $3,203-51.7% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |